As an Edward Jones financial advisor, I have the privilege of being able to help local families organize, protect, build and transfer wealth. I partner with clients' tax professionals and attorneys to ensure this is done in the most efficient way possible.
As the son of an Irish immigrant, I have seen the power of making wise financial decisions and strive to be able to help others in their quest to achieve what is important to them.
Our branch team's goal is to find out what is important to you. Based on those findings, we will create a personalized strategy to help you achieve your goals. We will continue to partner with you throughout your lifetime to help you remain on track. We serve many different types of clients, but focus on small-business owners and those in or approaching retirement.
I am also heavily involved in trying to give back to the local community as much as possible. I currently serve on the board of the Broadway/Timberville Rotary Club and have served as the president of the club for the fiscal 2020-2021 year. I am also an active member of Crosslink Community Church and serve in multiple volunteer positions.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- Outdoor Enthusiast
- Real Estate
Office Address4038 Quarles Ct
Rockingham, VA 22801 opens in a new window
Phone NumberSean M Philpott at (540) 434-2457
|Mon||Closed for Holiday|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
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